How to Use the Link2MD SystemCoordinatorManage UsersCreate a User Account as a Coordinator

Create a User Account as a Coordinator

1. Go to Manage Users Page From the Side Navigation Bar

Go to Manage Users Page From the Side Navigation Bar

1.1. Or the Top Navigation Bar

Or the Top Navigation Bar,

2. Choose a User Role

Choose a User Role

3. Create the User

Red asterisks indicate required fields

  • Click on the SAVE button to create the user at the bottom

Other options displayed after creating a user at the bottom

  • Click on the SAVE AND MANAGE button to edit the patient
  • Click on the SAVE AND START ENCOUNTER button to create the patient account and begin an appointment immediately
  • You can only use the SAVE AND MANAGE and SAVE AND START ENCOUNTER buttons if you are creating a patient

IMPORTANT! Please make sure that the patient is created in the correct client. Clients are used to represent a patient's employer. If you do by chance create a patient in the incorrect client, please email a Link2MD employee for assistance.

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